Account & Subscription
How do I change the account billing email?
How to Change the Account Billing Email If there's a need to update the billing email address for receiving invoices, the process is quick and straightforward. Just send an email to billing@dealroom.net, specifying the requested change. Our team will promptly handle the update for you. If you have any questions or concerns, please don't hesitate to reach out to our support team!Few readersWhy does it say my subscription has expired?
How to Resolve the "Subscription Expired" Message If you see a red " Subscription Expired " message in the left navigation menu, it likely indicates that there is an outstanding invoice on your account that needs to be paid. Example: To resolve this issue: Pay the overdue invoice. If you need assistance with paying or locating the outstanding invoice, contact ouFew readersHow to View and Manage Data Usage in Your DealRoom Account
DealRoom is designed to help you manage deals efficiently and securely. As part of your subscription, you have a set data allowance (measured in gigabytes), which varies depending on your plan. This article explains how data usage works, so you can manage it confidently and avoid any unexpected charges. Understanding Data Allowance Your data allowance refers to the storage capacity included in your DealRoom subscription, measured in gigabytes (GB). It covers everything you upload or storFew readers
Payments & Invoices
How do I pay an invoice?
How to Pay an Invoice in FirmRoom If your account has billing access, you can pay invoices in the DealRoom platform. To proceed, follow these steps: Navigate to the Settings option at the top. Choose Billing from the left-side menu. On the billing screen,Few readersHow do I set up automatic payments?
How to Set Up Automatic Payments If your account has billing access, you can view billing information in the DealRoom platform. With this, you can access invoices and set up automatic payments. To proceed, follow these steps: Navigate to the Settings option at the top. Choose Billing from the left-side menu. On the billing screen, you'll find details about your existinFew readersHow do I get a receipt for an invoice?
How to Get Receipts for Invoices If your account has billing access, you have the option to access receipts for invoices in the DealRoom platform. To proceed, follow these steps: Navigate to the Settings option at the top. Choose Billing from the left-side menu. (https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/screenshot-2024-01-04-at-946131mebf8h.pFew readersHow to set up Dealroom as a vendor in Bill.com
Setting up DealRoom as a vendor in Bill.com If you're considering using Bill.com for payments related to your DealRoom subscription, we've got you covered. Follow these simple steps to set up DealRoom as a vendor in Bill.com: Log in to Bill.com. Select Vendors from the left menu. Click the Add vendor button in the top right corner. In the box labeled VendoFew readers